Nov 13, 2026
Rare Earths Americas, which trades on the NYSE American under the symbol REA, released assay results on Thursday for eight additional drill holes at Homer-A, one of three fully owned exploration targets inside the wider Homer project located in Goiás, Brazil. According to the company, the new findings enlarge the identified mineralized area by over 60%, reaching about 3.5 square kilometers (roughly 865 acres), up from the 2.15 square kilometers (about 531 acres) disclosed in September 2026.
The mineralized zone now runs approximately 4.3 kilometers along its longest axis, nearly twice the 2.1 kilometers cited in September, and the company said it stays open for additional growth. Among the 20 holes located within the main geochemical anomaly that have received assays so far, 19 cut mineralization above the stated cut-off, which REA said reinforces the system’s scale and continuity.
Drill holes along the south-eastern edge of the complex produced the largest share of heavy rare earth oxides recorded at Homer-A to date, with dysprosium and terbium oxides comprising up to 8.7% of total rare earth oxides plus scandium in individual samples. Several holes in this region yielded elevated heavy rare earth oxide and dysprosium-terbium proportions, indicating a developing zone of heavy rare earth enrichment along the south-eastern margin that remains open to further drilling.
Assays have arrived for just 22 of about 180 holes planned under the 2026 program, roughly 12%, while approximately 11,800 meters, or almost 80% of the planned 15,000-meter program, had been drilled as of October 30, 2026. Chief executive Donald Swartz said the second drilling update showed Homer-A growing larger and more differentiated, noting that the known footprint had risen by more than 60%, its longest dimension had about doubled, and the south-eastern margin had delivered the highest heavy rare earth and dysprosium-terbium proportions observed so far. He added that the enrichment occurs across multiple holes and intervals rather than in one isolated sample, and that the mineralized system remains open for further expansion.
The company said it expects to finish the program as scheduled and continues to aim for a maiden mineral resource estimate in 2027. Rare Earths Americas holds four exploration projects, including ionic clay deposits in Brazil and a monazite-rich sands project in Georgia that management believes may be the source rock for rare earth-bearing mineral sands already mined along the US coastal plain.
REA shares closed 10% lower in New York on Thursday. The company’s market capitalization stands at $220 million.
-
1. INTRODUCTION
Report Scope and Analytical Framing
- Report Description
- Research Methodology and the Analytical Framework
- Data-Driven Decisions for Your Business
- Glossary and Product-Specific Terms
-
2. EXECUTIVE SUMMARY
Concise View of Market Direction
- Key Findings
- Market Trends
- Strategic Implications
- Key Risks and Watchpoints
-
3. DOMESTIC MARKET SIZE AND DEVELOPMENT PATH
Market Size, Growth and Scenario Framing
- Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
- Growth Outlook and Market Development Path to 2035
- Growth Driver Decomposition
- Scenario Framework and Sensitivities
-
4. CATEGORY SCOPE, DEFINITIONS AND BOUNDARIES
Commercial and Technical Scope
- What Is Included and How the Market Is Defined
- Market Inclusion Criteria
- Product / Category Definition
- Exclusions and Boundaries
- Distinction From Adjacent Products and Substitute Categories
-
5. CATEGORY STRUCTURE, SEGMENTATION AND PRODUCT MATRIX
How the Market Splits Into Decision-Relevant Buckets
- By Product Type / Configuration
- By Application / End Use
- By Customer / Buyer Type
- By Channel / Business Model / Technology Platform
- Segment Attractiveness Matrix
- Product Matrix and Segment Growth Logic
-
6. DOMESTIC DEMAND, CUSTOMER AND BUYER ARCHITECTURE
Where Demand Comes From and How It Behaves
- Consumption / Demand: Historical Data (2012-2025) and Forecast (2026-2035)
- Demand by End-Use and Buyer Group
- Demand by Customer / Consumer Segment
- Purchase Criteria, Switching Logic and Adoption Barriers
- Replacement, Replenishment and Installed-Base Dynamics
- Future Demand Outlook
-
7. DOMESTIC PRODUCTION, SUPPLY AND VALUE CHAIN
Supply Footprint and Value Capture
- Production in the Country
- Domestic Manufacturing Footprint
- Capacity, Bottlenecks and Supply Risks
- Value Chain Logic and Margin Pools
- Distribution and Route-to-Market Structure
-
8. IMPORTS, EXPORTS AND SOURCING STRUCTURE
Trade Flows and External Dependence
- Exports
- Imports
- Trade Balance
- Import Dependence
- Sourcing Risks and Resilience
-
9. PRICING, PROMOTION AND COMMERCIAL MODEL
Price Formation and Revenue Logic
- Domestic Price Levels and Corridors
- Pricing by Segment / Specification / Channel
- Cost Drivers and Margin Logic
- Promotion, Discounting and Procurement Patterns
- Revenue Quality and Commercial Levers
-
10. COMPETITIVE LANDSCAPE AND PORTFOLIO POWER
Who Wins and Why
- Market Structure and Concentration
- Competitive Archetypes
- Segment-by-Segment Competitive Intensity
- Portfolio Breadth and Product Positioning
- Capability Matrix
- Strategic Moves, Partnerships and Expansion Signals
-
11. DOMESTIC MARKET STRUCTURE AND CHANNEL LOGIC
How the Domestic Market Works
- Core Demand Centers
- Local Production and Distribution Roles
- Channel Structure
- Buyer and Procurement Architecture
- Regional Imbalances Within the Country
-
12. GROWTH PLAYBOOK AND MARKET ENTRY
Commercial Entry and Scaling Priorities
- Where to Play
- How to Win
- Distributor / Partner / Direct Entry Options
- Capability Thresholds
- Entry Risks and Mitigation
-
13. WHERE TO PLAY NEXT: MOST ATTRACTIVE GROWTH OPPORTUNITIES
Where the Best Expansion Logic Sits
- Most Attractive Product Niches
- Most Attractive Customer Segments
- White Spaces and Unsaturated Opportunities
- High-Margin and Underpenetrated Pockets
- Most Promising Product Adjacencies
-
14. PROFILES OF MAJOR COMPANIES
Leading Players and Strategic Archetypes
- Leading Manufacturers and Suppliers
- Production Footprint and Capacities
- Product Portfolio and Segment Focus
- Pricing Positioning and Indicative Price Logic
- Channel / Distribution Strength
- Strategic Archetypes
-
15. METHODOLOGY, SOURCES AND DISCLAIMER
How the Report Was Built
- Modeling Logic
- Source Register
- Publications, Regulatory and Industry References
- Analytical Notes
- Disclaimer